Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$6.44M ﹤0.01%
318,517
+44,822
2402
$6.42M ﹤0.01%
335,054
+94,686
2403
$6.42M ﹤0.01%
431,125
-28,468
2404
$6.41M ﹤0.01%
73,101
+17,754
2405
$6.41M ﹤0.01%
309,239
-53,745
2406
$6.41M ﹤0.01%
201,866
-17,601
2407
$6.4M ﹤0.01%
325,933
+44,464
2408
$6.39M ﹤0.01%
437,875
+271,032
2409
$6.38M ﹤0.01%
202,845
-23,953
2410
$6.35M ﹤0.01%
124,599
+22,415
2411
$6.34M ﹤0.01%
989,147
-416,217
2412
$6.33M ﹤0.01%
380,640
+144,148
2413
$6.33M ﹤0.01%
548,230
+32,337
2414
$6.33M ﹤0.01%
419,339
+49,482
2415
$6.33M ﹤0.01%
144,379
+2,119
2416
$6.32M ﹤0.01%
198,181
-4,366
2417
$6.3M ﹤0.01%
363,024
+75,167
2418
$6.3M ﹤0.01%
107,778
-5,363
2419
$6.29M ﹤0.01%
137,695
-44,839
2420
$6.29M ﹤0.01%
185,359
+33,384
2421
$6.29M ﹤0.01%
474,769
-53,393
2422
$6.29M ﹤0.01%
187,052
+4,282
2423
$6.28M ﹤0.01%
122,476
-3,422
2424
$6.28M ﹤0.01%
444,537
+20,998
2425
$6.26M ﹤0.01%
349,774
+17,444